Chemicals and the Economy

Ethane price hikes, China tariffs, hit US PE producers as global market weakens
23rd September 2018 by

Sadly, my July forecast that US-China tariffs could lead to a global polyethylene price war seems to...

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US ethylene prices near all-time lows as over-capacity arrives
13th May 2018 by

US ethylene spot prices are tumbling as the major new shale gas expansions come on line, as the char...

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Sinopec’s results confirm China’s focus on employment and self-sufficiency, not profit
1st June 2017 by

China’s strategies for oil, refining and petrochemical production are very different from thos...

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European petrochemical output still below 2004 – 2007 levels
4th May 2017 by

The financial crisis began a decade ago, yet production of the key “building block products...

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China’s PVC exports confirm its move to self-sufficiency
10th August 2016 by

Many commentators were shocked by China’s weak trade data on Monday – with imports falli...

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Clouds gather over global polymer markets as China imports drop
1st June 2016 by

Difficult times lie ahead for global polymer markets.  It would be bad enough that downstream users...

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US ethylene output rise warns of market share battles ahead
16th March 2016 by

“The reality is the US from a chemical standpoint is a very mature market. We have some demand gro...

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Propylene price collapse highlights New Normal world
9th March 2016 by

Everyone wants to assume that markets will soon be back to “normal”.  Consensus thinkin...

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Investors worry US ethylene expansions mimic mining downturn
29th July 2015 by

I spent most of last week in New York and Boston, meeting with major investors.  One key topic on a...

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BASF warns on outlook; Dow warns on China, ethylene cycle
27th July 2015 by

BASF and Dow Chemical both warned on the outlook when presenting their H1 results last week: BASF CE...

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